It is possible to save the pdf version of any fund factsheet. All saved reports are available in the Documents section (see the picture below).
How to s
1. Click the three dots icon at the top of your screen (see the picture below)
2. Click Save Factsheet (see the picture below)
3. Edit title, description or expiry date of your investment report.
4. Click Save.
Continue your fund reporting workflow
This procedure is part of a repeatable fund factsheet production workflow. Continue with Fundpeak Knowledge Base and Contact Fundpeak.